Broker Check

Our Services

At Camerio & Company, we provide expert assistance in the following areas:

Investment

  • Bonds
  • Stocks
  • Fee-Based Investment Accounts
  • Brokerage Accounts
  • 529 College Savings Plans
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • IRA Rollovers & Transfers
  • Simple IRA
  • ESOP Rollovers & Transfers
  • Mutual Funds
  • Fixed Annuities
  • Variable Annuities
  • Asset Allocation Investment Strategies
  • Fee Based Investment Monitoring
  • Immediate Income Annuities
  • Investment Advisors to your Executors/Trustees/Trusts
  • Charitable Trust Strategies
 

Financial Planning

  • Retirement Plan Strategies & Analysis
  • Tax Planning Strategies & Analysis
  • Business Succession Planning
  • College Plan Strategies & Analysis
  • Asset Allocation Strategies & Analysis
  • 401(k) Plans
  • Profit Sharing Plans
  • 403(b) Plans
  • Fee Based Comprehensive Financial Plans
  • Estate Tax Planning & Analysis
  • Long Term Care Planning
  • Money Management Strategies
  • Money Purchase Retirement Plans
  • Consultation with Professional Advisors
  • Asset Conservation Strategies
  • Risk Tolerance Analysis
  • Executive Retirement Plan Strategies
  • Business Buy-Sell Strategies & Analysis
  • Timeline Investment Analysis
  • Planning for Special Needs Children
  • Planning for Special Needs of Elderly Parents
  • Insurance Review and Analysis
 

Insurance

  • Personal Life Insurance
  • Estate Tax Funding with Life Insurance
  • Last-to-Die Survivorship Life Insurance
  • Business Buy-Sell Life Insurance
  • Cross Purchase Buy-Sell Insurance
  • Entity Purchase Buy-Sell Insurance
  • Long Term Care Insurance
  • Executive & Professional "True Own Occupation" Disability Insurance
  • Group Disability Insurance
  • Key-Man Corporate Life Insurance
  • Wealth Replacement Trust Funding with Life Insurance
  • Partnership & Corporate Disability Buy-Out Insurance
  • Pension & Retirement Survivor Income Replacement with Life Insurance
  • Partnership & Corporate Disability Overhead Expense Insurance
  • Section 303 Family Owned Business Stock Redemptions with Insurance
  • Section 162 Executive Bonus with Insurance
  • Employee Retention Top-Hat Plans